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Disclosery

True Wealth Design, LLC: PCG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of True Wealth Design, LLC on PCG, newest first. How the timeline and the estimate are built.

True Wealth Design, LLC held 22,007 PCG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,007 shares
    Change vs previous 13F -1,815 shares

    0.09% of the 13F portfolio, value $370,158.

    13F-HR 0001966033-26-000004 filed by True Wealth Design, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 23,822 shares
    Change vs previous 13F +9,125 shares

    0.12% of the 13F portfolio, value $418,553.

    13F-HR 0001966033-26-000003 filed by True Wealth Design, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 14,697 shares
    Change vs previous 13F +4,262 shares

    0.07% of the 13F portfolio, value $236,179.

    13F-HR 0001966033-26-000001 filed by True Wealth Design, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 10,435 shares
    Change vs previous 13F +10,359 shares

    0.05% of the 13F portfolio, value $157,358.

    13F-HR 0001966033-25-000008 filed by True Wealth Design, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 76 shares
    Change vs previous 13F -6,857 shares

    <0.01% of the 13F portfolio, value $1,060.

    13F-HR 0001966033-25-000004 filed by True Wealth Design, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,933 shares
    Change vs previous 13F +5,106 shares

    0.05% of the 13F portfolio, value $119,109.

    13F-HR 0001966033-25-000003 filed by True Wealth Design, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,827 shares
    Change vs previous 13F +1,690 shares

    0.01% of the 13F portfolio, value $36,869.

    13F-HR 0001966033-25-000001 filed by True Wealth Design, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 137 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,709.

    13F-HR 0001966033-24-000005 filed by True Wealth Design, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).